RIA Advisory Group LLC

CIK 0001958384 • 7 13F filings • May 12, 2025 – Oct 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $307.4M138 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$1.7M	0.5%	11,475 SH
AFLAC INC	COM	$1.0M	0.3%	9,118 SH
AIM ETF PRODUCTS TRUST	U S LRGCP 6M APR	$248K	0.1%	7,842 SH
ALLIANT ENERGY CORP	COM	$705K	0.2%	10,951 SH
ALPHABET INC	CAP STK CL A	$290K	0.1%	1,877 SH
ALPHABET INC	CAP STK CL C	$225K	0.1%	1,440 SH
ALTRIA GROUP INC	COM	$1.5M	0.5%	25,321 SH
AMAZON COM INC	COM	$3.7M	1.2%	19,194 SH
AMERICAN ELEC PWR CO INC	COM	$568K	0.2%	5,200 SH
AMPLIFY ETF TR	ALTRNTV HARV ETF	$615K	0.2%	31,513 SH
APPLE INC	COM	$4.0M	1.3%	17,905 SH
ARCHER DANIELS MIDLAND CO	COM	$247K	0.1%	5,149 SH
ASSOCIATED BANC CORP	COM	$2.0M	0.7%	89,850 SH
ATMOS ENERGY CORP	COM	$940K	0.3%	6,084 SH
AUTOMATIC DATA PROCESSING IN	COM	$2.2M	0.7%	7,178 SH
BARRICK GOLD CORP	COM	$237K	0.1%	12,178 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$826K	0.3%	1,551 SH
BLACK HILLS CORP	COM	$419K	0.1%	6,915 SH
BLACKSTONE INC	COM	$273K	0.1%	1,950 SH
BOSTON SCIENTIFIC CORP	COM	$319K	0.1%	3,160 SH
BROWN & BROWN INC	COM	$1.1M	0.4%	8,954 SH
CAPITAL GROUP CORE BALANCED	SHS	$918K	0.3%	29,648 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$472K	0.2%	13,780 SH
CARDINAL HEALTH INC	COM	$948K	0.3%	6,883 SH
CHECK POINT SOFTWARE TECH LT	ORD	$247K	0.1%	1,084 SH
CHEVRON CORP NEW	COM	$431K	0.1%	2,575 SH
CINCINNATI FINL CORP	COM	$932K	0.3%	6,309 SH
CINTAS CORP	COM	$1.3M	0.4%	6,149 SH
CISCO SYS INC	COM	$5.4M	1.8%	87,829 SH
CMS ENERGY CORP	COM	$717K	0.2%	9,542 SH
COCA COLA CO	COM	$6.2M	2.0%	86,349 SH
CONSTELLATION ENERGY CORP	COM	$219K	0.1%	1,087 SH
CORTEVA INC	COM	$306K	0.1%	4,869 SH
COSTCO WHSL CORP NEW	COM	$1.4M	0.5%	1,489 SH
CSX CORP	COM	$403K	0.1%	13,694 SH
DIREXION SHS ETF TR	DLY S&P500 BR 1X	$1.3M	0.4%	114,990 SH
DOMINION ENERGY INC	COM	$206K	0.1%	3,678 SH
DUKE ENERGY CORP NEW	COM NEW	$882K	0.3%	7,232 SH
ELECTRONIC ARTS INC	COM	$349K	0.1%	2,418 SH
EVERCOMMERCE INC	COM	$234K	0.1%	23,243 SH
EVERGY INC	COM	$701K	0.2%	10,170 SH
EXELON CORP	COM	$647K	0.2%	14,046 SH
EXXON MOBIL CORP	COM	$1.2M	0.4%	10,202 SH
FISERV INC	COM	$1.4M	0.4%	6,226 SH
GARMIN LTD	SHS	$253K	0.1%	1,165 SH
GOPRO INC	CL A	$10K	0.0%	15,700 SH
GRACO INC	COM	$290K	0.1%	3,468 SH
HONEYWELL INTL INC	COM	$948K	0.3%	4,476 SH
HOWARD HUGHES HOLDINGS INC	COM	$397K	0.1%	5,360 SH
HP INC	COM	$513K	0.2%	18,530 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.6M	0.5%	6,242 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$278K	0.1%	1,440 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$489K	0.2%	6,550 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$460K	0.1%	11,384 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$3.4M	1.1%	73,905 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$71.2M	23.1%	410,726 SH
INVESCO QQQ TR	UNIT SER 1	$5.3M	1.7%	11,388 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1000K	0.3%	21,354 SH
ISHARES SILVER TR	ISHARES	$15.6M	5.1%	503,201 SH
ISHARES TR	0-3 MNTH TREASRY	$1.5M	0.5%	15,374 SH
ISHARES TR	20 YR TR BD ETF	$437K	0.1%	4,803 SH
ISHARES TR	IBONDS DEC 25	$1.4M	0.4%	51,072 SH
ISHARES TR	IBONDS DEC 26	$1.3M	0.4%	52,806 SH
ISHARES TR	IBONDS DEC 27	$1.2M	0.4%	48,379 SH
ISHARES TR	IBONDS DEC 28	$1.1M	0.4%	45,464 SH
ISHARES TR	RUSSELL 3000 ETF	$241K	0.1%	758 SH
ISHARES TR	S&P 100 ETF	$211K	0.1%	780 SH
ISHARES TR	SHORT TREAS BD	$6.8M	2.2%	61,545 SH
ISHARES TR	TOP 20 U S STOCK	$864K	0.3%	36,266 SH
JOHNSON & JOHNSON	COM	$5.9M	1.9%	35,727 SH
JPMORGAN CHASE & CO.	COM	$471K	0.2%	1,918 SH
JUNIPER NETWORKS INC	COM	$921K	0.3%	25,452 SH
KELLANOVA	COM	$688K	0.2%	8,337 SH
KEURIG DR PEPPER INC	COM	$784K	0.3%	22,921 SH
KIMBERLY-CLARK CORP	COM	$967K	0.3%	6,799 SH
KNIFE RIVER CORP	COMMON STOCK	$286K	0.1%	3,172 SH
KODIAK SCIENCES INC	COM	$282K	0.1%	100,476 SH
LINDE PLC	SHS	$774K	0.3%	1,662 SH
MCCORMICK & CO INC	COM NON VTG	$280K	0.1%	3,398 SH
META PLATFORMS INC	CL A	$3.9M	1.3%	6,684 SH
MICROSOFT CORP	COM	$4.4M	1.4%	11,688 SH
MONDELEZ INTL INC	CL A	$942K	0.3%	13,887 SH
NEXTERA ENERGY INC	COM	$240K	0.1%	3,383 SH
NOVO-NORDISK A S	ADR	$212K	0.1%	3,055 SH
NVIDIA CORPORATION	COM	$3.7M	1.2%	34,068 SH
OLD REP INTL CORP	COM	$280K	0.1%	7,144 SH
OREILLY AUTOMOTIVE INC	COM	$298K	0.1%	208 SH
PALANTIR TECHNOLOGIES INC	CL A	$2.8M	0.9%	32,739 SH
PENTAIR PLC	SHS	$828K	0.3%	9,464 SH
PEPSICO INC	COM	$1.2M	0.4%	7,793 SH
PINNACLE WEST CAP CORP	COM	$704K	0.2%	7,387 SH
PRINCIPAL FINANCIAL GROUP IN	COM	$251K	0.1%	2,974 SH
PROCTER AND GAMBLE CO	COM	$5.0M	1.6%	29,633 SH
PROSHARES TR	S&P 500 DV ARIST	$411K	0.1%	4,026 SH
PROSHARES TR	SHORT QQQ	$1.7M	0.6%	42,139 SH
PROSHARES TR	SHRT RUSSELL2000	$371K	0.1%	17,870 SH
PURECYCLE TECHNOLOGIES INC	COM	$402K	0.1%	58,122 SH
QUANTUM COMPUTING INC	COM	$102K	0.0%	12,725 SH
QVC GROUP INC	COM SER A	$3K	0.0%	14,000 SH
RBB FD INC	US TREAS 3 MNTH	$8.1M	2.6%	162,622 SH
RBB FUND TRUST	FIRST EAGLE GBL	$8.1M	2.6%	214,408 SH
RBB FUND TRUST	FIRST EAGLE OVER	$3.1M	1.0%	80,000 SH
RUMBLE INC	COM CL A	$107K	0.0%	15,125 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$513K	0.2%	23,844 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.3M	0.8%	83,796 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.1M	0.7%	95,672 SH
SELECT SECTOR SPDR TR	SBI INT-UTILS	$425K	0.1%	5,393 SH
SOLVENTUM CORP	COM SHS	$214K	0.1%	2,808 SH
SONOCO PRODS CO	COM	$222K	0.1%	4,697 SH
SOUTHERN CO	COM	$941K	0.3%	10,233 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$349K	0.1%	830 SH
SPDR S&P 500 ETF TR	TR UNIT	$10.2M	3.3%	18,299 SH
SPDR SER TR	BLOOMBERG 1-3 MO	$10.5M	3.4%	113,940 SH
SPDR SER TR	RUSSELL LOW VOL	$356K	0.1%	2,806 SH
SPROTT PHYSICAL GOLD TR	UNIT	$563K	0.2%	23,400 SH
SPROTT PHYSICAL SILVER TR	TR UNIT	$1.5M	0.5%	125,698 SH
T-MOBILE US INC	COM	$1.4M	0.5%	5,389 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$291K	0.1%	1,751 SH
TESLA INC	COM	$838K	0.3%	3,234 SH
TRUMP MEDIA & TECHNOLOGY GRO	COM	$257K	0.1%	13,132 SH
UNION PAC CORP	COM	$344K	0.1%	1,455 SH
UNITED BANKSHARES INC WEST V	COM	$432K	0.1%	12,451 SH
UNITED PARCEL SERVICE INC	CL B	$274K	0.1%	2,488 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$865K	0.3%	11,050 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$29.1M	9.5%	395,909 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$217K	0.1%	423 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$1.4M	0.4%	4,979 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$3.4M	1.1%	45,171 SH
VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$3.2M	1.0%	41,123 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$465K	0.2%	2,394 SH
VANGUARD STAR FDS	VG TL INTL STK F	$233K	0.1%	3,758 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$270K	0.1%	2,091 SH
VERISK ANALYTICS INC	COM	$760K	0.2%	2,553 SH
VISA INC	COM CL A	$4.9M	1.6%	13,951 SH
WALMART INC	COM	$1.6M	0.5%	17,836 SH
WELLS FARGO CO NEW	COM	$1.3M	0.4%	17,843 SH
WELLTOWER INC	COM	$204K	0.1%	1,329 SH
WORKIVA INC	COM CL A	$299K	0.1%	3,940 SH

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0002085853-26-001200	—	View
Feb 2, 2026	Q4 2025	13F-HR	0002085853-26-000163	$415.9M	View
Dec 1, 2025	Q3 2025